AZUL · NYSE · Airlines, Airports & Air Services

Azul (ADR)

Connects Brazilian regional cities through a mixed-fleet airline network.

$7.39
After-hours close−0.01 (−0.14%)
At close$7.40(−1.60%)
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Profile

Azul S.A.AZULIndustrials

Generates most revenue from scheduled passenger flights in Brazil, supplemented by ancillary services, loyalty-point sales, cargo and travel packages. Its mixed fleet and hub network connect lower-density domestic routes with international service.

Operates scheduled passenger service across Brazil, linking smaller and underserved cities through hubs at Campinas/Viracopos, Belo Horizonte/Confins and Recife, while also flying internationally. Passenger tickets, ancillary services and loyalty-point sales form its revenue base; Azul Cargo, Azul Viagens, Azul Fidelidade and Azul Conecta extend the network into logistics, travel packages, rewards and subregional routes.

Matches aircraft size to route density through a fleet spanning regional turboprops and jets to Airbus narrowbody and widebody aircraft, using domestic connectivity to feed hub and selected international services. Operations depend on Brazilian aviation authorizations, airport slots and permits, aircraft and engine suppliers, fuel supply, leased facilities and partner-provided international and loyalty access.

Company facts

CEOJohn Peter Rodgerson
ListedJun 1, 2026
ExchangeNYSE
HeadquartersBarueri, Brazil
CountryBrazil
Employees15,547
CIK0001432364
ISINUS05501U6010

Key statistics

Market cap$767.9M
EPS (ttm)$12.43
P/E (ttm)0.5944
ROE-6.4%
P/B−2.26
P/S4.04
Dividend yield1.26%
Beta

Year to date −18.1% · Average volume (30d) 223.8K

Analysts

Price target, next 12 months$4.50−39.1%Median of 13 analysts · vs the Aug 28 close
ConsensusHold4 of 13 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

No analyst notes in the last 24 months.

Earnings

EPS

Estimate$0.29
ReportedDue Nov 10, 2026

Revenue

Estimate$1.11B
ReportedDue Nov 10, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 13, 2026Q2 FY26−$0.49−$0.54−10.4%$974.5M$953.0M−2.2%+2.05%
May 12, 2026Q1 FY26$0.45$1.50+233.5%$1.12B$1.07B−4.6%
May 15, 2025Q1 FY25$0.04−$2.18−5,550.0%$5.13B$923.7M−82.0%
Feb 24, 2025Q4 FY24$0.12$0.09−25.0%$5.62B$894.5M−84.1%
View details

Financial highlights

11 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.04B$949.5M$1.08B$1.09B$1.05B$978.1M
Gross profit$434.9M$125.8M$303.4M$312.8M$251.9M$20.4M
Operating income$284.5M−$7.0M$159.7M$312.8M$129.9M−$57.5M
Net income$317.7M$282.0M−$257.0M−$318.0M$1.16B−$275.2M
Diluted EPS$1.07$0.95−$0.86−$1.07$15.81−$1.49
Gross margin42.0%13.3%28.1%28.8%24.0%2.1%
Operating margin27.5%-0.7%14.8%28.8%12.4%-5.9%

Fiscal years (4-quarter sums)FY24 $3.75B · FY25 $4.15B

Revenue by product · FY25

Passenger Revenue$3.84B · 92%
Cargo Transport And Other Revenue$342.5M · 8%

Balance sheet, Jun 30, 2026Cash & short-term investments $243.4M · Total debt $4.11B · Total assets $5.90B · Shareholders' equity −$988.8M

Dividends

Next ex-date
Apr 13, 2027
estimated · in 227 days
Annual dividend
$0.09
per share
Dividend yield
1.26%
Schedule
Annual
one payment a year

To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
May 22, 2026May 22May 28$0.055special dividend
Apr 13, 2026Apr 13Apr 15$0.0932
View details

Ownership

Institutions 0.16%Insiders

Shares outstanding 103.92M · Float 102.88M · 99.0% free float

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

Peers

  • LATAM Airlines Group (ADR)

    Main domestic rival across Brazil's trunk routes and airline loyalty.

  • Copa

    Panama-hub Americas itineraries overlap from Brazil's major gateways.

CompareAfter-hours close

CompanyPriceChange
Azul (ADR)$7.39−0.14%$767.9M0.64.0
LATAM Airlines Group (ADR)$50.25−0.66%$14.51B9.78.60.9+28.5%
Copa$130.53+0.88%$5.34B8.57.21.3+25.7%
Median9.17.91.1+27.1%